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Disclosery

Dakota Wealth Management: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dakota Wealth Management on SCHX, newest first. How the timeline and the estimate are built.

Dakota Wealth Management held 134,933 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 134,933 shares
    Change vs previous 13F -221 shares

    0.08% of the 13F portfolio, value $3,971,084.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 135,154 shares
    Change vs previous 13F -179,872 shares

    0.08% of the 13F portfolio, value $3,465,339.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 315,026 shares
    Change vs previous 13F +182,724 shares

    0.15% of the 13F portfolio, value $8,477,338.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 132,302 shares
    Change vs previous 13F -17,765 shares

    0.07% of the 13F portfolio, value $3,484,845.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 150,067 shares
    Change vs previous 13F -18,274 shares

    0.08% of the 13F portfolio, value $3,667,633.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 168,341 shares
    Change vs previous 13F -11,622 shares

    0.09% of the 13F portfolio, value $3,716,981.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 179,963 shares
    Change vs previous 13F +120,954 shares

    0.1% of the 13F portfolio, value $4,171,541.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 59,009 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,003,745.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).